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TWO-HOUR ONLINE CLE COURSE
November 24, 2020 2 PM ET
This 2-hour advanced course covers an overview of all trusts related to Medicaid eligibility planning and provides a detailed, in-depth analysis of standard Medicaid Asset Preservation Trusts. (For similar course in California, click here.)
MASTERY PLUS BONUS: All students who successfully complete this course will be provided a digital copy of a sample No-Access Medicaid Asset Preservation Trust and an Income-Only Medicaid Asset Preservation Trust (these sample templates are also included in our Practice Starter Kit, which can be purchased by clicking here).
Course Content:
- Key LTC Medicaid trust-related nomenclature.
- Categories of trusts and treatment under LTC Medicaid rules.
- Difference between a divestment trust and a non-divestment trust.
- Impact of revocable living trusts on planning.
- Key structure of Medicaid Asset Preservation Trusts.
- Framework of a standard Medicaid Asset Preservation Trust.
- Optional provisions in a Medicaid Asset Preservation Trust.
- Choosing Trustees for a Medicaid Asset Preservation Trust..
- Explaining Medicaid Asset Preservation Trusts to your client.
- Executing and funding a Medicaid Asset Preservation Trust.
- Busting Medicaid Asset Preservation Trusts.
Prerequisites: None. (Introduction to Medicaid Planning and Understanding Medicaid Divestment Rules are strongly recommended.)
Can't join live? Sign up and we'll send you a link by email to view the recording with extended Q&A.
Live Online Class
Course Registration Fee
Access to the online CLE is $450
Michael Anthony, JD, CMP™, is one of the nation’s leading long-term care benefit eligibility experts. He is a former delegate to the White House Conference on Aging. He has authored the largest book in print on the subject of Medicaid Planning, the Medicaid Planning Guidebook. He regularly teaches CLE courses and lectures on the subject nationally.
MASTERY PLUS BONUS: All students who successfully complete this course will be provided a digital copy of a sample No-Access Medicaid Asset Preservation Trust and an Income-Only Medicaid Asset Preservation Trust (these sample templates are also included in our Practice Starter Kit, which can be purchased by clicking here).
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